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Salesforce for Gravity Forms

The Salesforce for Gravity Forms plugin allows you to connect WordPress Gravity Forms and Salesforce CRM. To automatically add/update Gravity Forms form submissions to your Salesforce CRM account.

Salesforce for Gravity Forms

Salesforce for Gravity Forms plugin allows you to connect WordPress Gravity Forms and Salesforce CRM. To automatically add/update Gravity Forms form submissions to your Salesforce CRM account, simply integrate your Gravity Forms form with Salesforce CRM Lead, Contact or Case. Also, developed a plugin with a new and better Salesforce CRM API.

Features

  • Easily integrate your Gravity Forms form with Salesforce CRM Lead, Contact or Case.
  • Integrated Gravity Forms form can automatically add/update your site new form submissions to your Salesforce CRM Lead, Contact or Case.
  • Easily map your Gravity Forms form fields to your Salesforce CRM Lead, Contact or Case fields.
  • Action Event option for ‘Create Object Record’ and ‘Create/Update Object Record’.
  • Integration Method option for ‘API’ and ‘Web-to-Lead or Web-to-Case’.
  • Salesforce CRM Environment option for ‘Production’ and ‘Sandbox’ environment.
  • Support Salesforce CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
  • Support Gravity Forms form ‘File Attachments’ and upload form file attachments to your Salesforce CRM ‘Files’.
  • Support Salesforce CRM Campaign. Campaign select option for Contact and Lead. Add Contact or Lead to your Salesforce CRM Campaign.
  • Support ‘Lookup Relationship’ type fields (Lead Owner, Contact Owner, Record Type, Account, Contact, etc…) of Salesforce CRM Object.
  • ‘Salesforce CRM Object Field’ dropdown fields sorted in alphabetical order.
  • ‘Ignore spam entry?’ option for ignoring spam status entry when sent to Salesforce CRM.
  • Section for view Salesforce CRM API error logs.
  • API Error Notification option for will be sent Salesforce CRM API error to the specified email.
  • Integrate unlimited Gravity Forms forms.
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This plugin is supported by the developer on their site. We do not provide direct support for this add-on.